Mastery Coach, Regional

ATB Financial; Calgary; On-site; CAD 90,000 - 120,000; Full time

Job summary

ATB Financial seeks a Mastery Coach to empower wealth advisors and leaders across ATB Wealth. Through personalized coaching, strategic Learning & Development partnerships, and group facilitation, you will drive performance improvement and embed operational excellence across the organization.

You will align development goals with organizational objectives, support advisor onboarding and lifecycle programs, and collaborate with regional directors to deliver on-site and digital meetings, with

Qualifications

• University degree or equivalent in a relevant field (e.g., Psychology, Behavioural Finance, Business, Adult Learning, Human Resources).
• ICF certification or equivalent professional coaching accreditation required.
• Minimum 5 years in a dedicated coaching or leadership role; advanced assessment tools preferred.

Responsibilities

• Provide ICF-aligned internal one-to-one coaching to wealth managers to enhance leadership and client skills.
• Observe and coach to sustain an efficient practice aligned with standards and client experience metrics.
• Collaborate with L&D to design and facilitate advisor onboarding and development content.
• Facilitate mastery coaching circles across career stages for practical skill growth.
• Partner with Regional Directors to plan regional meetings, in-person and digital, across Alberta; travel is required.
• Share trends and gaps with leadership to drive continuous improvement.

Skills

Coaching

Practice Management

Problem Solving

Technology Expertise

Course Delivery & Facilitation

Communication

Domain Knowledge

Stakeholder Management

Education

University degree or equivalent

ICF certification

5+ years in coaching/leadership

Tools

EQ-i 2.0

SDI

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID ).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the role

Mastery Coaches empower advisors, advisor teams, and leaders to reach their full potential at all stages of their career journey. Through personalized coaching, strategic Learning & Development partnerships, and group facilitation, the Mastery Coach drives performance improvement across capability levels, fosters a culture of continuous growth, and embeds operational excellence across ATB Wealth. Mastery Coaches strategically align individual development goals with organizational objectives to deliver expert advice and differentiated client experiences.

Purpose

The Regional Mastery Coach coaches advisors whose growth goals align with advancing foundational through to master-level capabilities. Utilizing data-driven insights, collaborative learning forums, and instructional design partnerships, the coach provides personalized support through assessments, observation, feedback, and facilitation—enhancing self-awareness, refining mindsets, optimizing advisor practices, and driving sustainable business growth.

Accountabilities

• Using coaching (human development) methodologies and models, provide ICF aligned internal one-to-one coaching to wealth managers, helping them strengthen their leadership and client relationship skills, navigate complex challenges, enhance performance and translate insights into practical actions that support their growth and business objectives.
• Observe and coach advisors providing coaching to inspire advisors performance and ensure they are running an efficient and effective practice aligned with our Standards of Practice and our Client Experience Scorecard
• Collaborate with Learning & Development teams to design, create, and facilitate content supporting advisor onboarding, development, and other advisor lifecycle programs.
• Facilitate mastery coaching circles to support advisors across all career lifecycle stages, fostering collaborative ideation, real-time problem-solving, and connecting participants with subject matter experts for targeted skill and knowledge enhancement.
• Collaborate with Regional Directors to develop and facilitate regional meetings, through on-site and digital channels. Travel within Alberta is required to attend regional meetings and provide on-site facilitation and support.
• Share high-level trends, patterns, and gaps with leadership and internal partners, when required, with a goal of continuous improvement.
• Maintain an advanced understanding of wealth management domain knowledge, as well as evolving practice management and industry trends as a subject matter expert.

Skills, experience & requirements

Distinctive Skills

• Coaching: Advanced-level skills in empathy, active listening, and providing feedback with a proven ability to coach the whole person to influence and guide behavioral change in others.
• Practice Management: Working knowledge of practice management philosophies, with a strong ability to support advisors overcoming practice management barriers and connecting with experts for a more thorough review.
• Problem Solving: Advanced-level ability to help advisors overcome challenges and barriers, whether those are skill gaps, mindset issues, or lack of resources that hinder performance and prevent them from accomplishing operational and/or business goals, and optimized practices.
• Technology Expertise: Continuous awareness of technology trends, supporting advisors in driving effectiveness and leveraging AI and other digital tools to optimize performance.
• Course Delivery & Facilitation: Advanced ability to deliver and facilitate to a broad audience in an engaging and impactful way. Can present in a variety of formats including in-person, and virtual.
• Communication: Strong verbal and written communication skills to convey complex concepts clearly to a range of audiences.
• Domain Knowledge: Advanced understanding of wealth management, products, services, and industry trends.
• Stakeholder Management: Ability to influence and collaborate with stakeholders actively managing their expectations. Build trusted relationships as well as anticipating and settling conflicts proactively.

Accreditation

• A university degree or equivalent coursework and experience in a relevant field (e.g., Psychology, Behavioural Finance, Business, Adult Learning, Human Resources).
• International Coaching Federation (ICF) certification or an equivalent professional coaching accreditation is required and an adherence to the ethical standards associated with professional coaching
• Minimum 5 years in a dedicated coaching or leadership role
• Certification in recognized behavioral and leadership assessment tools (such as EQ-i 2.0 and SDI) is preferred

Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes,we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn , Facebook and Instagram to learn more about what our team is up to.